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I'm traveling today, but wanted to let you know that those are the balance of my comments.
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Best, Jeff
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Yo, people.
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I love sports.
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Love baseball.
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Love you.
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But I ain't necessarily THAT keen on tying up my Sunday evenings, since, with no school this summer, I plan on spending just about every Sunday night driving back late from Mendocino, where I'll be working on putting vines in, sporting around in that new Zodiac, and shit like that.
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And when I ain't there, I hope to be backpacking, endurance riding etc. But y'all should go ahead without me.
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Lovingly, One half of The Sidekicks
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that is so cool that she's pregnant.
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please read your email.
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sent it about 3 hours ago?
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You might be right.
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Apologies if that's what happened.
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where are the charges?
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and please divide it all equally.
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it was a great time and there's just no reason for you guys to absorb the other costs, particularly when the rest of us have the means to help out.
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thanks again for a great time (despite the spades!).
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I need to check more, but here's my take.
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Politically---very popular with legislators; very easy to pass, etc. However, it would be so complicated to implement and is very likely in conflict with so many federal laws, that I think they'll have an extremely difficult time pulling it off.
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In addition, the utilities (whose retained generation collected a big portion of the "windfall" selling through the PX) would be subject to a big tax hit.
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Would that push them into bankruptcy?
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In short, easy to pass politically, pretty difficult to make stick legally.
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This help?
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You still have your PCG position?
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Best, Jeff
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I can't do Burton's district.
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Don't feel like it.
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And the list is lousy.
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And it wasn't my idea.
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So forget it.
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Jeff :)
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Thanks.
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See you tomorrow.
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sounds good.
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will do.
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hope all's well.
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Thought that you might find this interesting.
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Best, Jeff Enron Turns Internal Credit-Risk Tool Into New Product 2001-04-04 17:19 (New York) By Christina Cheddar NEW YORK (Dow Jones)--With the number of corporate bankruptcies on the rise, knowing the creditworthiness of one's customers is becoming more and more important.
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For Enron Corp. (ENE), the world's largest energy trading company, keeping track of credit risk has always been part of doing business.
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That became even more true with the company's launch of EnronOnline, its Internet-based commodities trading network.
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In order to deal with the accelerated volume and speed of transactions on EnronOnline, the company developed a tool to help its own commercial traders manage the credit risk.
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Early last year, Enron rolled out this tool, Enron Credit, on a limited basis.
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Gradually, the company expanded its use and scope.
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Last month, the company re-launched Enron Credit in its current format.
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Enron Credit tracks more than 10,000 companies, giving each a rating known as the "Enron cost of credit."
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The rating is expressed as an interest rate.
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The Web site also provides news, a company's expected chance of bankruptcy and other related information.
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While much of this information is free to registered users, Enron also has turned the product into a new revenue stream.
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Users may download data into a spreadsheet and receive periodic updates for a fee.
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The site also can sell a user a "digital bankruptcy swap," which is a way to hedge against credit exposure.
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The price of the swap is determined by a rating Enron's staff assigns to a company and the amount of credit exposure a company needs to protect against.
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For a supplier, the main advantage of a swap is that if a customer is unable to pay due to bankruptcy, the supplier will be paid immediately.
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According to Enron Europe President John Sherriff, the goal of Enron Credit is to create a more efficient credit market by increasing trading liquidity.
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The tool is important because "in just a short amount of time, a company's credit can go from stellar to bad literally overnight."
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At present, some analysts haven't factored in revenue from Enron Credit into their earnings models.
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However, as the commodity markets Enron trades in mature, it is possible the need for products such as Enron Credit could increase.
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-By Christina Cheddar, Dow Jones Newswires; 201-938-5166
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FYI.
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Lauren Ipsen at Cisco told me that she forwarded our package of letters, etc. to the AEA.
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Best, Jeff
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OK buddy, here you go.
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Let's discuss first thing, before the day gets nuts.
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Best, Jeff
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Eric: Seems that the likelihood that the Governor will sign is about 100%.
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Jeff
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FYI.
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Seems that your info re: bailout is pretty good.
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Thanks for the updates.
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Best, Jeff
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Sounds like the IOUs will get some financial support from Davis tomorrow (at least in words).
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Best, Jeff
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I would bet that our investor relations either have it, or can get from one of their analyst buddies.
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You want to check on that?
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Best, Jeff
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Based on latest info hear's latest assessment of Gov's talk: I'm in charge.
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Here's all the wonderful things I've done thus far to address the crisis (likely to include Edison TX talks, since it seems he has no choice but to continue that charade).
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It's bad and getting worse and we've got to pull together as a state to get through it.
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Rate increases are a necessary evil that---painful as they are, and they will be painful---must be part of the solution; and future increases may well be likely.
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Blame FERC and the generators, because it's their fault.
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Windfall profits is a good idea.
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Kari Dohn of the Gov's office and I have been trading voicemails.
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She's going to LA with Governor Backbone later this afternoon for the speech.
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If she and I hook up, I'll report back on what, if anything, I hear.
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Best, Jeff
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Will do.
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You hear it from Sandi, who heard it from Bev, who heard it from Peace?
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Or are there other sources confirming?
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Best, Jeff
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easy, babe.
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Yes, I think that we discussed this.
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This is the KEY slide to combat Balkanization.
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I'm working with Alan and Steve Walton on it.
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Can you please check with Alan to see if Jennifer has completed, or will complete, the analysis soon?
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Thanks.
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Best, Jeff
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Thank god.
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Interested in subscribing to the Forecast?
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UCLA FORECASTERS SEE NATIONAL RECESSION AS INEVITABLE IN 2001; CALIFORNIA WILL NOT BE IMMUNE, WITH BAY AREA VERY SUSCEPTIBLE LOS ANGELES --Economists with the UCLA Anderson Business Forecast see even more clear indicators of a recession for the nation in 2001 and project a 90 percent chance that the nation's longest economic expansion will come to an end no later than the first quarter of 2002.
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"The year 2001 is a transition year that will take the U.S. economy from the Internet Rush of 1996-2000 to a lower level of sustainable economic growth in 2002," said Edward Leamer, UCLA Anderson Business Forecast director and Anderson School professor.
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